See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 6-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,025 | $26,114+217.9% | $58,482+42.0% | $74,419+11.6% |
| Participation rate | 18.5% | 32.1%-13.6pp | 50.9%-32.3pp | 70.7%-52.2pp |
| Annual return | 16.16% | 32.51%-16.4pp | 4239.32%-4223.2pp | 34.38%-18.2pp |
| Employer contribution / active EE | $541 | $536+1.1% | $1,053-48.6% | $2,637-79.5% |
| Participant deferral / active EE | $1,214 | $1,075+13.0% | $1,924-36.9% | $4,528-73.2% |
| Admin fee / account holder | $1,386 | $649+113.5% | $2,516-44.9% | $348+298.5% |